We serve families and professionals locally in the San Diego area and by virtual meetings across the country.
First Steps
Initial Call or Virtual Meeting
We offer a complimentary introductory conversation focused on understanding your situation and determining whether we may be a good fit.
Financial Assessment
Following the initial meeting, qualified prospective clients are offered a written financial assessment, typically developed over two to three meetings for a flat $500. This assessment outlines potential planning and investment opportunities, highlights key risks, and identifies possible areas for savings - such as reduced investment management fees, lower taxes, and improved insurance costs.
This practical, actionable assessment comes with a transparent estimate of our advisory fees - helping you decide whether we’re the right advisor for you.
➤ location
Financial Alternatives, Inc.
7825 Fay Ave, Suite 245
La Jolla, CA 92037
☎ Contact
info@financialalternatives.com
phone: (858) 459-8289
fax: (858) 459-8258
Schedule an Appointment
Parking: We provide parking validation if you decide to use the garage under the 7825 Fay/Merrill Lynch building. The entrance is on Fay Avenue, across the street from the Inn by the Sea.
You can park in the visitor spaces on the first level or any other unreserved parking space on the remaining two levels.